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Cinemark Holdings Inc. Message Board

jackmaster20 669 posts  |  Last Activity: 4 hours ago Member since: Apr 25, 2009
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  • Reply to

    Buyout Announcement Thursday with Earnings?

    by toobig2failagain Feb 23, 2015 10:53 AM
    jackmaster20 jackmaster20 Feb 24, 2015 6:15 PM Flag

    grantfinn ......

    No offense, but why do you think Q! 2014 earnings will impact the future prospects
    that is the NADL stock price trend.......even if Brent goes to $ 80 and Q4 2014
    earnings are what everyone expects.....how does this stock overcome the mess
    in Russia that stands in the way of a Rosneft project in the Kara .......?

  • Reply to

    Nice Run Up

    by varhue1982 Feb 14, 2015 2:11 PM
    jackmaster20 jackmaster20 Feb 24, 2015 3:43 PM Flag

    your trade is green so far .........I am waiting still

  • Reply to

    AMNF in the upper midwest ......

    by jackmaster20 Feb 22, 2015 9:16 PM
    jackmaster20 jackmaster20 Feb 24, 2015 3:33 PM Flag

    lurker271

    Have you noted other AMNF products at your local Cost Plus retail outlet ...?
    Or just the one 3 cheese shaker item, like in Michigan.....?

  • Reply to

    ConfCall

    by pedrobaldaia Feb 23, 2015 12:15 PM
    jackmaster20 jackmaster20 Feb 24, 2015 12:11 PM Flag

    Pedro & Sun & JohnnyBoy

    With Brent spot around $ 60 ........Brent is not that far under
    where Beckett stated yesterday major off-shore plays could
    be reconsidered..

    What they said their clients need is Brent price stability for
    their ability to plan.

    Could Brent go back up to $ 75 by summer..who really knows..?
    Will Brent get to $ 75 in an orderly fashion seems like the more
    important question to the IOC & major independent E&P budget
    planners.......and ultimately PACD shareholders.

  • Reply to

    ConfCall

    by pedrobaldaia Feb 23, 2015 12:15 PM
    jackmaster20 jackmaster20 Feb 24, 2015 12:03 PM Flag

    Pedro

    Thanks for your counter point perspective .........

    Only thing I would say in quick response is... that I am focused on the firm's
    balance sheet & IS a lot more than I now worry about the PACD stock price ......

    Thanks again your your post here......

  • Reply to

    Transocean just fired their CEO Newman

    by jackmaster20 Feb 16, 2015 11:51 AM
    jackmaster20 jackmaster20 Feb 23, 2015 2:47 PM Flag

    If Beckett was offered the job I would think he would also negotiate his strategic plan with
    Icahn & Co .......a better off-shore drilling market would solve a lot of problems for PACD
    or RIG as far as Beckett is concerned.....

  • Reply to

    ConfCall

    by pedrobaldaia Feb 23, 2015 12:15 PM
    jackmaster20 jackmaster20 Feb 23, 2015 2:41 PM Flag

    CFO Reese said that PACD paid off its unsecured notes and now has debt aggregate interest rate
    below 5 % .....not bad for a firm that will need to "huncker down" until at least the next new
    contract is found.

    Hope PACD is successful in re-negotiating with the banks its revolver covenants for the supplemental
    monies that were to be released for "strong" contracts, as strong contracts are not to be found by
    any off-shore driller at this time......I hope the banks can see that PACD will be a winner once the
    E&P budgets thaw out in 2016-2017

    Killing the dividend for 2015 makes sense ........maybe rethinking the stock buyback program
    in 2015 does too .......PACD stock price is not going higher soon, so why spend the treasury capital
    to buyback stock AKA "dead money" for the next 12 to 18 months....the extra $ 13.7 million in
    cash could be used to partially fund debt exp or SG & A exp in 2015-16.

    IMO, the CEO, the BOD & all shareholders should support cutting all "fringe" cash outlays and
    focus totally on keeping the best drill-ships fleet in the business in tip top condition.
    All else can wait.

    For the rest of 2015, the important PACD news will come from the CFO and the bankers........

    Regards .......

  • Reply to

    2 questions regarding AMNF

    by jackmaster20 Feb 17, 2015 10:29 AM
    jackmaster20 jackmaster20 Feb 23, 2015 1:30 PM Flag

    PE deal will not buy "big bucks" to AMNF shareholders.
    Private food brand firm would want value as well.

    AMNF just needs to concentrate on exploiting their own
    business opportunities in the NW United States....

    BTW the anming of a new, young CEO would spike the
    AMNF price for sure, IMO.

  • Reply to

    Dividend

    by bellbell63 Jan 29, 2015 9:16 AM
    jackmaster20 jackmaster20 Feb 23, 2015 1:21 PM Flag

    Irking1

    Looks like a negative BA report is hurting BEAV today....short term noise that is not a long
    term issue.

    Wait for a few quarterly releases and then BEAV will work higher in a strong & consistent manner.
    BEAV now has a new CEO & CFO ......market needs to get comfortable with these new mgers.

    These 2 new guys plus the new BOD make-up will do well for investors ....be patient.

  • Reply to

    2 months into the spin off ......

    by jackmaster20 Feb 19, 2015 4:20 PM
    jackmaster20 jackmaster20 Feb 23, 2015 1:16 PM Flag

    How ironic this morning to read about Koury "providing"
    ex-d & payable dates for the first dividend to BEAV
    shareholders.....2 months after the spin-off, Koury gets
    religion and a dividend is given.

    All BEAV investors can thank those "terrible activists" for
    this new stream of investment cash returns ......

  • Reply to

    Offshore drilling News

    by hjeffer846x Feb 5, 2015 5:09 PM
    jackmaster20 jackmaster20 Feb 23, 2015 11:35 AM Flag

    Russia has a big army and not much else........if the EU
    agrees to "buy" Russia for its crude oil assets I am not
    so sure the EU could afford to pay for the reconstruction
    of the "dark wasteland" that now is most of Russia.........

    Putin wants the Baltic nations and he wants to be friends
    with the rest of Europe........that's not possible.

    Putin is not funding ISIS.....he is too distracted.
    Iran, China maybe. Islamic extremists are hated by
    Putin as well......

    Putin's biggest fear is that he can't keep the Oligarchs happy
    and on his side, by not taking actions against his economic
    policies......where the US sanctions are really directed..??

  • Reply to

    Buyout Announcement Thursday with Earnings?

    by toobig2failagain Feb 23, 2015 10:53 AM
    jackmaster20 jackmaster20 Feb 23, 2015 11:23 AM Flag

    Anybody here think that the added fighting in the Ukraine tells the market that there is now
    less chance than last week that USA sanctions are lifted on Rosneft .........??

    No, let's instead blame the "manipulators" for things you don't understand...

  • Reply to

    2 months into the spin off ......

    by jackmaster20 Feb 19, 2015 4:20 PM
    jackmaster20 jackmaster20 Feb 23, 2015 11:05 AM Flag

    M#1 .......

    I never said that crashing oil prices or the crude market in any direction had
    anything to do with Relational and others forcing Koury to stop plundering the aero-interiors unit .......my reasons were purely financial.

    If you recall, we didn't know exactly what Relational/Koury would release as
    their proposal for a new configuration for BEAV.......that added uncertainty
    during the summer of 2014 could very well explain why a still evolving BEAV
    lagged the market.........

    Still not long BEAV (no skin) as you say......but I still watching closely the
    financial and news events as well as the tape .....
    .......Remember it will be "the boys like me" who will come into BEAV when
    you are again complaining about its negative short term price action....!

  • Reply to

    BOD stock holdings as of 9/30/2014

    by bellbell63 Feb 21, 2015 12:28 PM
    jackmaster20 jackmaster20 Feb 23, 2015 10:52 AM Flag

    what do we know about those trusts......?
    thanks

  • Reply to

    2 questions regarding AMNF

    by jackmaster20 Feb 17, 2015 10:29 AM
    jackmaster20 jackmaster20 Feb 23, 2015 10:50 AM Flag

    BB63

    As I am sure you already know the "Rule of 72" states that
    if AMNF could increase its organic corporate growth rate
    from mid teens to 20 % annually........then AMNF could
    double its revenues in 2.7 years......

    AMNF should recruit a new CEO to take over after Mr Pera
    steps down and then aggressively build/add to its existing brands and distribution for approx 5 to 10 years ......then
    sell, for maybe $ 150 million

    BTW, watch BEAV ....GS just downgraded BA...will the BA
    vendors get hit too.....? if yes, I'm ready to buy..!

    See ya later .........

  • Reply to

    2 questions regarding AMNF

    by jackmaster20 Feb 17, 2015 10:29 AM
    jackmaster20 jackmaster20 Feb 23, 2015 10:39 AM Flag

    freshbread......

    Good post ......

    BG Foods has stated clearly it is an acquirer of shelf stable
    grocery and packaged snack brands, only.

    BGS is not interested in the added logistics and distribution
    entry and costs that buying regional refrigerated food brands would entail....as compared to their core orphan brand strategy,
    margins would be "much less" to sell refrigerated food brands.
    BGS likes large grocery chains and Warehouse Clubs.

    Who else might be a buyer of AMNF ......at its current size..?
    I don't know. Possibly another regional food brand firm in
    Southern Cali or in Denver or Texas ....as a geographic
    business extension move....? But these would be smaller
    firms, again. Firms under $ 125 million annual EBITDA.
    These firms won't buy high multiples for AMNF........

    Possibly there is a large specialty food brand firm "out
    west" .......I am sure from the quality of the posts here
    at the AMNF message board, other investors here might
    have ideas regarding larger potential buyers .......

    Thanks

  • Reply to

    2 questions regarding AMNF

    by jackmaster20 Feb 17, 2015 10:29 AM
    jackmaster20 jackmaster20 Feb 23, 2015 10:23 AM Flag

    thanks for your reply ....

    The EBITDA multiples paid for other food brands by both
    large and small food brand firms in the recent past......

    Larger brands attract larger buyers with deeper pockets.
    Thus more competition for brands over $ 100 million in
    annual EBITDA.

    Small brands on the other hand will not attract large firms
    because small firms will not "move the needle." So only
    relatively smaller firms will submit bids at lower multiples.

  • Reply to

    AMNF in the upper midwest ......

    by jackmaster20 Feb 22, 2015 9:16 PM
    jackmaster20 jackmaster20 Feb 23, 2015 10:14 AM Flag

    mz lifer

    Are you saying that this "3 cheese" shaker won't be back..........discontinued permanently..?

    Then what does AMNF's lone nationwide retailer carry....?
    Nothing or a new shelf stable product.?

    You might know better than me which AMNF shelf stable product goes into nationwide
    distribution with Cost Plus

    At any rate, dumping stock due to age should tell mgmt that this might not be an area
    for AMNF to participate in.........no margins, no mission.

    Regards,

  • Reply to

    Tomorrow's report

    by bellbell63 Feb 11, 2015 11:23 AM
    jackmaster20 jackmaster20 Feb 23, 2015 10:07 AM Flag

    My point is that AMNF is selling into another market with
    an additional level of complexity or uncertainty ......

    Yen is weaker for the last 18 months, so the Japanese end
    customer finds their products approx 45 % more expensive
    than in early 2013 ........this at least markedly blunts the
    the "growth" that you claim.......

    AMNF needs to simplify its target markets .....

  • Reply to

    2 months into the spin off ......

    by jackmaster20 Feb 19, 2015 4:20 PM
    jackmaster20 jackmaster20 Feb 22, 2015 9:37 PM Flag

    M#1 ......

    Unforseen to whom....? You, maybe yes

    The really significant long term benefits were clearly noted and a the
    fundamental rationale for activists forcing Koury off of the status quo.
    Time is money.....the spin-off was complete in 7 months...!!

    I strongly doubt Rational made a lucky call.....!
    Koury prior deeds made him an easy prey for the smart money activists......

    After 2 months of the"bloodless decision of the market" (Jeff Gundlach, there)
    ....the "aero-only BEAV" is far & away the best portion of the "old BEAV" mess
    that Koury was allowed to cook up over the past several years....!

    Who really cares about KLXI...regardless of the price/excuse of crude......?

    Being mad at me won't reverse any of Koury's weak CEO moves at the "old BEAV"
    I would think you would see this by now & would not still be thinking so short term....
    but do as you please.....its a free country.

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